24/7 Wall Street
25 Jun 2026, 16:48 UTC · 1h ago
Apple Sinks 6% in a Memory-Cost “Hundred-Year Flood” That Has Micron Surging
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
25 Jun 2026, 16:48 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Micron Technology reported a gross margin surge from 38% to 85% and guided Q4 revenue to approximately $50 billion. — Extremely strong financial growth and guidance indicate massive pricing power and demand in the memory sector.
+0.80Apple is implementing significant price increases across MacBooks and iPads due to an unprecedented surge in memory and storage costs. — Price hikes risk demand destruction and signal severe margin pressure from supply chain inflation.
-0.60CEO Tim Cook warned that additional price increases on other products may be necessary due to unsustainable component costs. — Future pricing uncertainty creates a negative overhang for Apple's revenue outlook into the holiday quarter.
-0.40Continue reading
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Apple's board authorized a new $100 billion share buyback and a 4% dividend increase. — Strong capital returns provide a valuation floor and offset some of the negative sentiment from price hikes.
+0.30Apple is urging U.S. policymakers to ease restrictions on Chinese memory suppliers to mitigate costs. — This reveals a lack of near-term alternative supply levers, highlighting the severity of the current shortage.
-0.20Which stocks this story touches
Shares surged 16% following a blowout earnings report and massive gross margin expansion driven by memory shortages.
Shares fell 6% due to forced price hikes on MacBooks and iPads caused by soaring memory costs.
Mentioned as having already raised prices due to the same component inflation pressures.
Mentioned as having already raised prices due to the same component inflation pressures.
Mentioned as having already raised prices due to the same component inflation pressures.
Mentioned positively in the context of a successful historical analyst call.
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